WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
-$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$370K
3
+$343K
4
VTRS icon
Viatris
VTRS
+$265K
5
NEE icon
NextEra Energy
NEE
+$218K

Top Sells

1
+$635K
2
+$476K
3
+$444K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$429K
5
META icon
Meta Platforms (Facebook)
META
+$293K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
+27
752
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15
753
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+31
754
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+32
755
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+70
756
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94
757
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+19
758
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+26
759
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+26
760
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+58
761
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126
762
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763
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764
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+150
765
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72
766
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14
767
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768
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+19
769
$2K ﹤0.01%
+62
770
$2K ﹤0.01%
+31
771
$2K ﹤0.01%
12
772
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13
-12
773
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37
774
$2K ﹤0.01%
6
775
$2K ﹤0.01%
136
29 30
31
32 33